Berkshire Money Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Berkshire Money Management’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,175	Closed	-$295K	–	93
2025 Q4	$295K	Buy	+1,175	New	+$292K	0.03%	99
2025 Q3	–	Sell	-533	Closed	-$120K	–	96
2025 Q2	$120K	Sell	533 -48,363	-99%	-$10M	0.01%	114
2025 Q1	$9.85M	Sell	48,896 -495	-1%	-$105K	1.11%	17
2024 Q4	$10.5M	Buy	49,391 +363	+0.7%	+$77.2K	1.14%	16
2024 Q3	$10.1M	Buy	49,028 +6,425	+15%	+$1.28M	1.16%	15
2024 Q2	$8.41M	Buy	42,603 +18,751	+79%	+$3.53M	1.02%	16
2024 Q1	$4.46M	Buy	23,852 +7,565	+46%	+$1.35M	0.54%	19
2023 Q4	$2.76M	Buy	+16,287	New	+$2.59M	0.37%	26

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Berkshire Money Management's MGC Position: Q1 2026 in Review

Berkshire Money Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 1,175 shares — an estimated $295K sold.

Berkshire Money Management first reported a position in MGC in Q4 2023 and held it in 8 quarters. The position peaked at $10.5M in Q4 2024. 508 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 1,175 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $295K.
Berkshire Money Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and held it in 8 quarters.
Berkshire Money Management's Vanguard Morningstar Mega Cap ETF position peaked at $10.5M in Q4 2024.
508 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.